KWM
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Kingsview Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Kingsview Wealth Management’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
29,498
+514
+2% +$38.1K 0.03% 496
2025
Q4 		$2.08M Buy
28,984
+1,160
+4% +$81.4K 0.03% 468
2025
Q3 		$1.92M Sell
27,824
-6,848
-20% -$460K 0.03% 454
2025
Q2 		$2.27M Buy
34,672
+79
+0.2% +$4.93K 0.04% 417
2025
Q1 		$2.2M Buy
34,593
+8,652
+33% +$562K 0.04% 371
2024
Q4 		$1.64M Buy
25,941
+20,312
+361% +$1.33M 0.03% 435
2024
Q3 		$361K Sell
5,629
-288
-5% -$17.7K 0.01% 816
2024
Q2 		$351K Buy
5,917
+2,291
+63% +$135K 0.01% 789
2024
Q1 		$217K Buy
+3,626
New +$206K 0.01% 938
2023
Q4 		– Sell
-5,813
Closed -$298K – 989
2023
Q3 		$298K Buy
+5,813
New +$310K 0.01% 747

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return